CIM

Contravisory Investment Management Portfolio holdings

AUM $516M
1-Year Est. Return 21.56%
This Quarter Est. Return
1 Year Est. Return
+21.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$378M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1 +$9M
2 +$8.98M
3 +$8.45M
4
MA icon
Mastercard
MA
+$7.2M
5
MCD icon
McDonald's
MCD
+$6.97M

Top Sells

1 +$8.99M
2 +$8.12M
3 +$8.12M
4
TRV icon
Travelers Companies
TRV
+$6.58M
5
COP icon
ConocoPhillips
COP
+$6.06M

Sector Composition

1 Consumer Discretionary 15.37%
2 Technology 14.17%
3 Healthcare 13.95%
4 Consumer Staples 12.29%
5 Financials 12.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$42.3K 0.01%
1,000
227
$38.2K 0.01%
100
228
$29.5K 0.01%
3,759
229
$28.4K 0.01%
500
230
$26.8K 0.01%
174
231
$26.6K 0.01%
125
232
$24.3K 0.01%
+932
233
$23.8K 0.01%
145
234
$22.1K 0.01%
65
235
$21.9K 0.01%
+304
236
$21.5K 0.01%
492
237
$21.2K 0.01%
222
+132
238
$20.5K 0.01%
938
+168
239
$20K 0.01%
+985
240
$19.6K 0.01%
217
241
$18.7K 0.01%
510
242
$18.1K ﹤0.01%
+204
243
$18K ﹤0.01%
444
244
$17.8K ﹤0.01%
+212
245
$17.7K ﹤0.01%
+171
246
$17.6K ﹤0.01%
+106
247
$17.3K ﹤0.01%
250
248
$16.6K ﹤0.01%
172
249
$16.2K ﹤0.01%
+86
250
$16.1K ﹤0.01%
+157